Senior Estate Planner - Wealth & Legacy Management

Private Advertiser · 📍 Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 25,000,000 - 45,000,000
We are seeking a highly skilled and experienced Senior Estate Planner to join our dynamic team in Bali. This role is crucial in helping our clients navigate the complexities of wealth and legacy management. The ideal candidate will have a deep understanding of estate planning strategies and a proven track record in delivering exceptional service to high-net-worth individuals.

📋 Tanggung Jawab Pekerjaan

Develop comprehensive estate plans tailored to the unique needs and goals of each client.,Provide expert advice on tax-efficient strategies to minimize estate taxes and maximize wealth transfer.,Coordinate with legal, financial, and insurance professionals to ensure seamless integration of estate planning strategies.,Stay up-to-date with the latest developments in estate planning laws and regulations in Indonesia.,Build and maintain strong relationships with clients to understand their vision and provide ongoing support.,Educate clients on the importance of estate planning and the potential benefits of a well-structured plan.

🎓 Kualifikasi & Syarat

Bachelor's degree in Law, Finance, or a related field.,Minimum of 8 years of experience in estate planning, preferably in a high-net-worth or private wealth management environment.,Certification in estate planning (e.g., CFP, ChFC, or similar) is a plus.,Strong knowledge of Indonesian tax laws and regulations.,Excellent communication and interpersonal skills.,Ability to work independently and manage multiple projects simultaneously.

🛠️ Keahlian

Estate planning strategiesTax planningClient relationship managementLegal and financial knowledgeProject managementContinuous learning and professional development
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